Savvy Advisors Inc’s ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 MLPB Stock Holding History

Savvy Advisors Inc’s Portfolio MLPB Stock Details MLPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$450K	Sell	15,436 -5,607	-27%	-$171K	0.01%	949
2026 Q2	$606K	Sell	21,043 -835	-4%	-$24.2K	0.01%	710
2026 Q1	$635K	Sell	21,878 -3,600	-14%	-$100K	0.02%	586
2025 Q4	$645K	Sell	25,478 -1,320	-5%	-$32.9K	0.02%	482
2025 Q3	$670K	Sell	26,798 -2,000	-7%	-$51.4K	0.03%	358
2025 Q2	$749K	Sell	28,798 -1,300	-4%	-$33.2K	0.05%	269
2025 Q1	$835K	Buy	30,098 +2,795	+10%	+$75.9K	0.08%	195
2024 Q4	$688K	Buy	+27,303	New	+$680K	0.08%	199

Other funds holding MLPB

Marion Wealth Management Monroeville, Pennsylvania $508M AUM 13.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savvy Advisors Inc's MLPB Position: Q3 2026 in Review

Savvy Advisors Inc reduced its ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 (MLPB) stake by 27% in Q3 2026, selling an estimated $171K and leaving 15,436 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #949.

Savvy Advisors Inc first reported a position in MLPB in Q4 2024 and has held it in 8 quarters since. The position peaked at $835K in Q1 2025. 19 funds tracked by Wall St. Rank hold MLPB as of Q3 2026.

Savvy Advisors Inc held 15,436 shares of ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 worth $450K as of Q3 2026.
Savvy Advisors Inc sold 5,607 ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 shares in Q3 2026, an estimated $171K.
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 made up 0.01% of Savvy Advisors Inc's portfolio in Q3 2026, its #949 holding.
Savvy Advisors Inc first reported a position in ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 in Q4 2024 and has held it in 8 quarters since.
Savvy Advisors Inc's ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 position peaked at $835K in Q1 2025.
19 funds tracked by Wall St. Rank held ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040 as of Q3 2026.

Based on Savvy Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.